Tesla’s China‑made EV sales up 9.3% in January in spite of everything
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Tesla posted a year on year rise in China made electric vehicle deliveries in January, even as the wider market slowed down hard. The company delivered 69,129 vehicles from its Shanghai factory during the month. That was up from 63,238 units in January last year. The figures landed while many rivals were losing ground and cutting expectations. The January total placed Tesla in third place among electric vehicle sellers in China. BYD stayed far ahead with 205,518 deliveries. Geely followed with 124,252 units. The data came from the China Passenger Car Association, released on Wednesday. The rankings showed strong competition, but they did not signal a real demand recovery inside China. Tesla deliveries rise while real demand stays weak The January delivery increase did not point to stronger buying appetite inside China. The numbers cover all vehicles shipped from the Shanghai plant. That factory builds the Model 3 and Model Y. These cars serve buyers in China and overseas markets like Europe and the Asia Pacific region. Exports remain a large part of the total. New vehicle registrations offered a mixed picture. Tesla registrations rose slightly in Europe during January. The data came from Reuters tracking regional filings. China, however, showed little sign of fresh demand momentum. The country remains the world’s largest electric vehicle market, but buyers have pulled back as prices stay high and incentives fade. Competition remains intense. Local brands offer cheaper models across nearly every category. Tesla also faced pressure from its own past performance. Separate CPCA data showed that total China made sales for the company fell 4.8 percent in 2025. Only one other manufacturer in Beijing reported an annual decline during that period. Cost pressure and price cuts reshape the EV fight Investor nerves spread fast across the sector. BYD shares listed in Hong…
Filed under: News - @ February 6, 2026 5:26 am